A detailed history of Sowell Financial Services LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sowell Financial Services LLC holds 40,166 shares of FVD stock, worth $1.76 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
40,166
Previous 44,476 9.69%
Holding current value
$1.76 Million
Previous $1.81 Million 0.83%
% of portfolio
0.09%
Previous 0.09%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$40.45 - $45.49 $174,339 - $196,061
-4,310 Reduced 9.69%
40,166 $1.83 Million
Q2 2024

Aug 13, 2024

SELL
$39.94 - $42.43 $281,217 - $298,749
-7,041 Reduced 13.67%
44,476 $1.81 Million
Q1 2024

May 03, 2024

SELL
$39.94 - $42.23 $6.26 Million - $6.62 Million
-156,781 Reduced 75.27%
51,517 $2.18 Million
Q4 2023

Jan 24, 2024

BUY
$36.09 - $40.63 $1.25 Million - $1.41 Million
34,657 Added 19.96%
208,298 $8.45 Million
Q3 2023

Nov 08, 2023

BUY
$37.39 - $41.11 $87,006 - $95,662
2,327 Added 1.36%
173,641 $6.49 Million
Q2 2023

Aug 14, 2023

BUY
$38.66 - $40.72 $2.27 Million - $2.39 Million
58,766 Added 52.21%
171,314 $6.87 Million
Q1 2023

May 12, 2023

BUY
$38.43 - $41.37 $263,668 - $283,839
6,861 Added 6.49%
112,548 $4.52 Million
Q4 2022

Feb 09, 2023

BUY
$35.61 - $41.46 $1.35 Million - $1.58 Million
37,999 Added 56.14%
105,687 $4.22 Million
Q3 2022

Nov 15, 2022

SELL
$35.79 - $42.23 $270,465 - $319,132
-7,557 Reduced 10.04%
67,688 $2.42 Million
Q2 2022

Aug 15, 2022

BUY
$37.24 - $43.02 $659,632 - $762,013
17,713 Added 30.79%
75,245 $2.92 Million
Q1 2022

May 13, 2022

SELL
$39.95 - $43.09 $2.17 Million - $2.34 Million
-54,297 Reduced 48.55%
57,532 $2.41 Million
Q4 2021

Feb 09, 2022

SELL
$39.46 - $43.04 $3,669 - $4,002
-93 Reduced 0.08%
111,829 $4.81 Million
Q3 2021

Nov 04, 2021

BUY
$39.2 - $41.72 $86,279 - $91,825
2,201 Added 2.01%
111,922 $4.39 Million
Q2 2021

Aug 05, 2021

SELL
$38.16 - $40.72 $1.54 Million - $1.64 Million
-40,316 Reduced 26.87%
109,721 $4.36 Million
Q1 2021

May 07, 2021

BUY
$34.56 - $38.32 $38,949 - $43,186
1,127 Added 0.76%
150,037 $6.04 Million
Q4 2020

Jan 13, 2021

SELL
$31.33 - $35.27 $153,423 - $172,717
-4,897 Reduced 3.18%
148,910 $5.22 Million
Q3 2020

Nov 12, 2020

BUY
$29.87 - $32.88 $1.3 Million - $1.43 Million
43,514 Added 39.45%
153,807 $4.84 Million
Q2 2020

Aug 13, 2020

SELL
$26.27 - $33.19 $2.48 Million - $3.13 Million
-94,305 Reduced 46.09%
110,293 $3.34 Million
Q1 2020

May 12, 2020

BUY
$23.88 - $36.88 $542,792 - $838,282
22,730 Added 12.5%
204,598 $5.66 Million
Q4 2019

Feb 07, 2020

BUY
$33.78 - $36.07 $1.1 Million - $1.17 Million
32,436 Added 21.71%
181,868 $6.55 Million
Q3 2019

Nov 14, 2019

BUY
$32.88 - $35.03 $1.28 Million - $1.37 Million
39,006 Added 35.32%
149,432 $5.21 Million
Q1 2019

May 15, 2019

SELL
$28.59 - $32.53 $3.81 Million - $4.34 Million
-133,418 Reduced 54.71%
110,426 $0
Q4 2018

Mar 05, 2019

BUY
$27.8 - $31.88 $1.04 Million - $1.2 Million
37,568 Added 18.21%
243,844 $7.09 Million
Q3 2018

Nov 13, 2018

BUY
$30.25 - $32.16 $6.24 Million - $6.63 Million
206,276 New
206,276 $6.53 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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